Strategic Plan or Action Planhttp://www.workforce.com/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae Wed, 05 Jun 2013 18:55:27 GMTRe: Strategic Plan or Action Planhttp://www.workforce.com/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae&plckFindPostKey=Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:0f487485-46d4-4232-8e8a-9fa47030f2e4 Wed, 05 Jun 2013 18:55:27 GMTlda -- good perspective and it makes me tired just reading it and happy that I work for a small company where a lot of the middle part can be left out! I will agree having worked in HR consulting that the scope can get unwieldy with little to nothing to show for it except a bunch of meetings and a lot of stress and burnt out employees.<br /><br />I agree that it does seem that not all of the things on the list are the same type of projects. Some seem more strategic than others. Some are a one time major project with later updating and others are ongoing......<br />Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:0f487485-46d4-4232-8e8a-9fa47030f2e4Re: Strategic Plan or Action Planhttp://www.workforce.com/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae&plckFindPostKey=Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:3ab69cf4-9159-4ecc-9b3c-d1d151b8c518 Wed, 05 Jun 2013 18:14:38 GMT<p><font size="2"><font face="Times New Roman" size="3"> </font></font></p><font size="2"><p style="margin:0in 0in 0pt;" class="MsoNormal"><span style="line-height:115%;font-family:'Verdana','sans-serif';font-size:10pt;">For what it's worth, a Strategic Plan of Action (SPA) and an Action Plan are two different things in my book. Some of the items you list are of a "tactical' not strategic nature. While you may want an action plan for executing these functions, they're not necessarily part of the SPA. <br /> <br /> We went through a total organizational SPA in the last two years. <br /> 1) It starts with defining (or re-defining) the organization's mission,<br /> 2) Then determining what functions are essential to accomplishing the mission. <br /> 3) What are the factors (measurements) by which success/failure is gauged?<br /> 4) Where are we now on these critical measurements?<br /> 5) Where do we need/want to be in 1/3/5/10 years?<br /> 6) Where are the gaps between where we are and where we need/want to be?<br /> 7) Gap teams were formed for each critical area, they determined the steps and timeline for getting the organization to the stated goals for that particular function.<br /> 8) Since many of these measured functions involve multiple departments, the department's roles were defined.<br /> 9) Departments set their time lines and functions for their role in closing the gap for this measurement.<br /> 10) The departments plans of action are assembled into the Gap Team's POA.<br /> 11) The Gap Team's POAs are assembled into the organization's SPA. Which is complied into a PPP approximately the length of an interstate highway.<br /> 12) All-day reporting meetings are scheduled where the massive PPP is updated by each dept as to whether they are on track to complete their functions or not. (floggings are optional)<br /> 13) At this point half the staff becomes comatose, several are wandering the halls like zombies speaking in tongues, and a couple have jumped out windows. The EAP has to put on an extra shift to handle the workload.<br /> The consultant guiding the process leaves for a new gig in Brazil and hands over the glorious project (train wreck) to HR.<span> </span></span></p><p><font face="Times New Roman" size="3"> </font></p><p style="margin:0in 0in 0pt;" class="MsoNormal"><span style="line-height:115%;font-family:'Verdana','sans-serif';font-size:10pt;">That’s a short version of my experience with SPAs.</span></p><p><font face="Times New Roman" size="3"> </font></p><p style="margin:0in 0in 0pt;" class="MsoNormal"><span style="line-height:115%;font-family:'Verdana','sans-serif';font-size:10pt;">Jus my $0.02, good luck</span></p><p><font face="Times New Roman" size="3"> </font></p><p style="margin:0in 0in 0pt;" class="MsoNormal"><span style="line-height:115%;font-family:'Verdana','sans-serif';font-size:10pt;">lda</span></p></font><p><font face="Times New Roman" size="3"> </font></p>Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:3ab69cf4-9159-4ecc-9b3c-d1d151b8c518Re: Strategic Plan or Action Planhttp://www.workforce.com/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae&plckFindPostKey=Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:9e011527-a791-4388-af83-2ca792ad33de Wed, 05 Jun 2013 17:17:47 GMTThat's a huge set of projects and I doubt that you will find a sample plan for of all of it, but you might find a sample of some. <br /><br />I would suggest starting your plan with basic research into each area --- a few HR reference firms such as AHI publications or BLR publications would be good to subscribe to. For example, I found on job descriptions that there are a lot online that can be easily modified once you have developed a standard format that you want to use. Check to see if any insurance brokers you use have any resources. Check with your states' DOL.....Don't recreate what already exists! The state of TX has a great employers handbook with many sample policies already written (although your mileage my vary with your state). I suggest looking at it and swiping as many as you can, just review to make sure they fit your state's laws.<br /><br />Then part of your plan will be to prioritize as I would not try to do them all at once. I agree with Howard that a large question is will you have help on these? If not, you might consider outsourcing parts of it. What is most important to the company? For example if you aren't doing a summer employment program THIS summer, it might not be as high a priority as say an employee handbook. Part of prioritizing will also depend on how much you found in research and how long you think it will take to complete. <br /><br />For example, HR reminders....I am not sure exactly what you mean on this one? The action plan for it will probably be totally different than the plan for another.<br /><br />I will tell you I walked into a company with no HR employee, took the admin over from a PEO withing 3 1/2 months of hire and had to do a lot of what you are asking. I bit off one piece at a time.....with my only help being what I posted above. I did a lot of research. Luckily I had a CEO who gave input and who allowed me to give input. <br />Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:9e011527-a791-4388-af83-2ca792ad33deRe: Strategic Plan or Action Planhttp://www.workforce.com/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae&plckFindPostKey=Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:3a420ca6-719a-464e-a401-29af660b179b Tue, 04 Jun 2013 17:37:04 GMTIn Response to <a href="http://www.workforce.com/section/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae&plckFindPostKey=Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:58310f3b-a332-4786-8f31-a38ba146ebc8">Strategic Plan or Action Plan</a>:<br />[QUOTE]Where can I find a format or sample on how to do a Strategic Plan or Action Plan that is SMART. I need to do for the following 1. Organizational Training 2. Employee Rewards, Recognition and Appreciation Programmes 3. Employee Relations Procedures Manual 4. Employee Handbook 5. HR Reminders 6. Job Descriptions 7. Summer Employment Programme I need to includes objectives, standards, targets, KPI, performance measures<br />Posted by cynthiamb[/QUOTE]<br />A couple of questions<br /><br />1. What is the proposed timetable to complete this scope of work?<br />2. Are you doing all the work yourself?<br /><br />As far as a plan tool-If you have Microsoft office use Microsoft Project (MPP)Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:3a420ca6-719a-464e-a401-29af660b179bStrategic Plan or Action Planhttp://www.workforce.com/forums?plckForumPage=ForumDiscussion&plckDiscussionId=Cat%3aTopic+ForumsForum%3aForumId53Discussion%3ade240d38-88d9-4da3-bd6f-ee66907f3dae&plckFindPostKey=Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:58310f3b-a332-4786-8f31-a38ba146ebc8 Sun, 02 Jun 2013 05:12:23 GMT<font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 10pt;" class="MsoNormal"><span><font size="3"><font face="Calibri">Where can I find a format or sample on how to do a Strategic Plan or Action Plan that is SMART.<span> </span>I need to do for the following</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 0pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpFirst"><span><span><font face="Calibri" size="3">1.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">Organizational Training</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 0pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpMiddle"><span><span><font face="Calibri" size="3">2.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">Employee Rewards, Recognition and Appreciation Programmes</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 0pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpMiddle"><span><span><font face="Calibri" size="3">3.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">Employee Relations Procedures Manual</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 0pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpMiddle"><span><span><font face="Calibri" size="3">4.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">Employee Handbook</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 0pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpMiddle"><span><span><font face="Calibri" size="3">5.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">HR Reminders</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 0pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpMiddle"><span><span><font face="Calibri" size="3">6.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">Job Descriptions</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 10pt 0.5in;text-indent:-0.25in;" class="MsoListParagraphCxSpLast"><span><span><font face="Calibri" size="3">7.</font><span style="font:7pt/normal 'Times New Roman';font-size-adjust:none;font-stretch:normal;"> </span></span></span><span><font size="3"><font face="Calibri">Summer Employment Programme</font></font></span></p><font face="Times New Roman" size="3"> </font><p style="margin:0in 0in 10pt;" class="MsoNormal"><span><font size="3"><font face="Calibri">I need to includes <strong><em>objectives, standards, targets, KPI, performance measures</em></strong></font></font></span></p><font face="Times New Roman" size="3"> </font>Cat:Topic ForumsForum:ForumId53Discussion:de240d38-88d9-4da3-bd6f-ee66907f3daePost:58310f3b-a332-4786-8f31-a38ba146ebc8